Mortgage Paraplanner
6 days ago
Penn Financial is a leading provider of professional services across the legal, financial, and accountancy sectors. Our commitment to building lasting relationships and delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering comprehensive, client-centric solutions to complex challenges, utilising the expertise within our Group.
We focus on the well-being of our clients and their families while motivating our team to achieve their full potential. As we continue to grow, we seek a detail-oriented and experienced Paraplanner to join our team, providing essential support to our Mortgage Brokers.
About the RoleWe are looking for a highly organised and diligent Paraplanner with experience in supporting Mortgage and Protection Advisors. You excel at managing multiple tasks, analysing complex information, and producing high-quality reports and documentation. This role is perfect for someone who thrives in a collaborative environment, enjoys working closely with advisors to deliver exceptional client outcomes, and values the stability and support of a dynamic group.
Key Responsibilities- Support Mortgage Brokers by preparing and managing client files, ensuring all documentation is accurate and compliant.
- Conduct thorough research across the market and platforms on mortgage and protection products, analysing options to provide advisors with detailed recommendations.
- Prepare suitability reports and other documentation required for client meetings.
- Liaise with lenders, clients, and other stakeholders to facilitate the smooth processing of mortgage and protection applications.
- Maintain up-to-date knowledge of mortgage products, protection policies, and FCA regulations.
- Ensure all client interactions and documentation meet the highest standards of compliance and professionalism.
- Proven experience as a Paraplanner, ideally within a mortgage or financial advisory firm.
- CeMAP 1,2, and 3 qualified.
- Strong understanding of mortgage products, protection policies, and FCA regulations.
- Excellent organisational skills and attention to detail.
- Ability to analyse complex information and present it clearly and concisely.
- Proficiency in Microsoft Office, including Excel, Word, and Outlook.
- Strong communication skills and the ability to work effectively within a team.
- Permanent full-time role with excellent growth potential
- Comprehensive induction and training program with ongoing professional development
- Opportunities for progression within the Penn Group of Companies
- Participation in the discretionary Group bonus scheme
- Full IT support provided
As a Paraplanner at Penn Financial, you will play a crucial role supporting our advisors and ensuring our clients receive the best possible service. Your success in this role can lead to further opportunities for career progression within the Group. For the right candidate, we will support you in obtaining full CAS status should you wish and we will continually support you in your quest for further training, development, and qualifications.
Working HoursWeekdays - 09:00 am to 5:30 pm
RewardsCompetitive salary (depending on skills and experience) with opportunities to earn Group performance bonuses.
-
Mortgage Paraplanner
4 hours ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the RoleOur client, a leading Independent Mortgage and Protection Brokerage, is seeking a skilled Mortgage Paraplanner to join their team in South West London. As a Mortgage Paraplanner, you will play a crucial role in handling Residential and BTL mortgage cases, working closely with the team to deliver exceptional service to clients.Key...
-
Mortgage Paraplanner
2 weeks ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the RoleWe are seeking a highly skilled Mortgage Paraplanner to join our team at Your Mortgage Recruiter Ltd. As a Mortgage Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in sourcing and submitting mortgage and protection applications to lenders and providers.Key ResponsibilitiesConduct thorough research on...
-
Mortgage Paraplanner
3 weeks ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the RoleWe are seeking a highly skilled Mortgage Paraplanner to join our team at Your Mortgage Recruiter Ltd. As a Mortgage Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in sourcing and submitting mortgage and protection applications to lenders and providers.Key ResponsibilitiesConduct thorough research on...
-
Mortgage Paraplanner
2 weeks ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the RoleWe are seeking a highly skilled Mortgage Paraplanner to join our team at Your Mortgage Recruiter Ltd. As a Mortgage Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in sourcing and submitting mortgage and protection applications to lenders and providers.Key ResponsibilitiesConduct thorough research on...
-
Mortgage Paraplanner
3 weeks ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the RoleWe are seeking a highly skilled Mortgage Paraplanner to join our team at Your Mortgage Recruiter Ltd. As a Mortgage Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in sourcing and submitting mortgage and protection applications to lenders and providers.Key ResponsibilitiesConduct thorough research on...
-
Mortgage Paraplanner
4 days ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner Role OverviewThis is an exciting opportunity to join a leading mortgage brokerage as a Mortgage Paraplanner, working closely with the Managing Director to deliver exceptional client experiences.Key Responsibilities:Source and process mortgage cases, ensuring accurate and compliant documentation.Collaborate with clients to gather...
-
Mortgage Paraplanner
4 days ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner Role OverviewThis is an exciting opportunity to join a leading mortgage brokerage as a Mortgage Paraplanner, working closely with the Managing Director to deliver exceptional client experiences.Key Responsibilities:Source and process mortgage cases, ensuring accurate and compliant documentation.Collaborate with clients to gather...
-
Mortgage Paraplanner
5 days ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner Role OverviewThis is an exciting opportunity to join a leading mortgage brokerage as a Mortgage Paraplanner, working closely with the Managing Director to deliver exceptional client experiences.Key Responsibilities:Source and process mortgage cases, ensuring accurate and compliant documentation.Collaborate with clients to gather...
-
Mortgage Paraplanner
5 days ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner Role OverviewThis is an exciting opportunity to join a leading mortgage brokerage as a Mortgage Paraplanner, working closely with the Managing Director to deliver exceptional client experiences.Key Responsibilities:Source and process mortgage cases, ensuring accurate and compliant documentation.Collaborate with clients to gather...
-
Mortgage Paraplanner
6 days ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner RoleThis is an exciting opportunity to join a leading brokerage as a Mortgage Paraplanner, working closely with the Director to deliver exceptional client experiences.Key Responsibilities:Source cases and find the best mortgage solutions for clients under the Director's guidance.Complete online Agreement in Principle's and mortgage...
-
Mortgage Paraplanner
6 days ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner RoleThis is an exciting opportunity to join a leading brokerage as a Mortgage Paraplanner, working closely with the Director to deliver exceptional client experiences.Key Responsibilities:Source cases and find the best mortgage solutions for clients under the Director's guidance.Complete online Agreement in Principle's and mortgage...
-
Mortgage Paraplanner
5 hours ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner Role OverviewThis is an exciting opportunity to join a leading mortgage brokerage as a Mortgage Paraplanner, working closely with the Director to deliver exceptional client experiences.Key Responsibilities:Source and process mortgage cases, ensuring accurate and compliant documentation.Collaborate with clients to gather necessary...
-
Mortgage Paraplanner
3 hours ago
London, Greater London, United Kingdom ARC Full timeMortgage Paraplanner Role OverviewThis is an exciting opportunity to join a leading mortgage brokerage as a Mortgage Paraplanner, working closely with the Director to deliver exceptional client experiences.Key Responsibilities:Source and process mortgage cases, ensuring accurate and compliant documentation.Collaborate with clients to gather necessary...
-
Mortgage Paraplanner
1 hour ago
City of London, Greater London, United Kingdom Penn Financial Full timeAbout Penn FinancialPenn Financial is a leading provider of professional services across the financial and accountancy sectors. Our commitment to delivering bespoke services to our clients swiftly and efficiently sets us apart. We aim to transform the delivery of professional services by offering comprehensive, client-centric solutions to complex challenges,...
-
Mortgage Paraplanning and Protection Expert
3 weeks ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the Role:We are seeking a highly skilled Mortgage Paraplanner to join our team at Your Mortgage Recruiter Ltd. As a Mortgage Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in sourcing and submitting mortgage and protection applications to lenders and providers.Key Responsibilities:Conduct thorough research...
-
Residential and Buy-to-Let Mortgage Specialist
3 weeks ago
London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full timeAbout the RoleWe are seeking a highly skilled Mortgage Paraplanner to join our team at Your Mortgage Recruiter Ltd. As a Mortgage Paraplanner, you will play a crucial role in supporting our Mortgage and Protection Advisors in sourcing and submitting mortgage and protection applications to lenders and providers.Key ResponsibilitiesConduct thorough research on...
-
Mortgage Administrator
2 weeks ago
London, Greater London, United Kingdom Pure Resourcing Limited Full timeJob Summary:Pure Resourcing Limited is seeking an experienced Mortgage Administrator / Mortgage Paraplanner to join our team. As a key member of our financial services team, you will play a vital role in supporting our Mortgage Brokers in arranging complex UK mortgages for Expats and Chinese Investors.Key Responsibilities:Regular liaison with lenders to...
-
Mortgage Administrator
2 weeks ago
London, Greater London, United Kingdom Pure Resourcing Limited Full timeJob Summary:Pure Resourcing Limited is seeking an experienced Mortgage Administrator / Mortgage Paraplanner to join our team. As a key member of our financial services team, you will play a vital role in supporting our Mortgage Brokers in arranging complex UK mortgages for Expats and Chinese Investors.Key Responsibilities:Regular liaison with lenders to...
-
Mortgage Administrator
3 days ago
London, Greater London, United Kingdom Ernest Gordon Recruitment Limited Full timeMortgage Administrator OpportunityWe are seeking a skilled Mortgage Administrator to join our team at Ernest Gordon Recruitment Limited. As a Mortgage Administrator, you will play a crucial role in supporting our team of advisors and paraplanners in providing expert advice to our clients.Key Responsibilities:Supporting a team of advisors and paraplanners in...
-
Mortgage Administrator
3 days ago
London, Greater London, United Kingdom Ernest Gordon Recruitment Limited Full timeMortgage Administrator OpportunityWe are seeking a skilled Mortgage Administrator to join our team at Ernest Gordon Recruitment Limited. As a Mortgage Administrator, you will play a crucial role in supporting our team of advisors and paraplanners in providing expert advice to our clients.Key Responsibilities:Supporting a team of advisors and paraplanners in...